Rational Advisors’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.4K | Buy |
+180
| New | +$57.4K | 0.01% | 128 |
|
|
2021
Q4 | – | Sell |
-12,000
| Closed | -$2.01M | – | 179 |
|
|
2021
Q3 | $2.01M | Buy |
+12,000
| New | +$2.01M | 0.16% | 53 |
|
|
2021
Q2 | – | Sell |
-5,500
| Closed | -$778K | – | 137 |
|
|
2021
Q1 | $778K | Buy |
+5,500
| New | +$778K | 0.14% | 113 |
|
|
2020
Q4 | – | Sell |
-4
| Closed | – | – | 236 |
|
|
2020
Q3 | $0 | Sell |
4
-138
| -97% | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $14K | Buy |
+142
| New | +$14K | 0.01% | 322 |
|
|
2020
Q1 | – | Sell |
-330
| Closed | -$41K | – | 188 |
|
|
2019
Q4 | $41K | Sell |
330
-1,037
| -76% | -$129K | 0.02% | 369 |
|
|
2019
Q3 | $162K | Buy |
1,367
+437
| +47% | +$51.8K | 0.06% | 250 |
|
|
2019
Q2 | $115K | Sell |
930
-44
| -5% | -$5.44K | 0.04% | 273 |
|
|
2019
Q1 | $106K | Buy |
974
+243
| +33% | +$26.4K | 0.03% | 258 |
|
|
2018
Q4 | $70K | Buy |
731
+365
| +100% | +$35K | 0.02% | 258 |
|
|
2018
Q3 | $39K | Buy |
366
+188
| +106% | +$20K | 0.01% | 309 |
|
|
2018
Q2 | $17K | Sell |
178
-93
| -34% | -$8.88K | 0.01% | 337 |
|
|
2018
Q1 | $25K | Buy |
+271
| New | +$25K | 0.01% | 314 |
|
|
2017
Q3 | – | Sell |
-3,600
| Closed | -$303K | – | 332 |
|
|
2017
Q2 | $303K | Buy |
+3,600
| New | +$303K | 0.19% | 135 |
|
|
2016
Q4 | – | Sell |
-11,000
| Closed | -$704K | – | 215 |
|
|
2016
Q3 | $704K | Buy |
+11,000
| New | +$704K | 0.46% | 80 |
|
|
2015
Q3 | $18K | Hold |
240
| – | – | 0.01% | 286 |
|
|
2015
Q2 | $19K | Hold |
240
| – | – | 0.01% | 288 |
|
|
2015
Q1 | $19K | Sell |
240
-160
| -40% | -$12.7K | ﹤0.01% | 286 |
|
|
2014
Q4 | $37K | Buy |
+400
| New | +$37K | 0.01% | 302 |
|
|
2013
Q4 | $54K | Sell |
600
-40
| -6% | -$3.6K | ﹤0.01% | 682 |
|
|
2013
Q3 | $48K | Hold |
640
| – | – | ﹤0.01% | 710 |
|
|
2013
Q2 | $48K | Buy |
+640
| New | +$48K | ﹤0.01% | 713 |
|